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Advanced Analytics Platform for Modern Insurance Agencies

Use EZLynx Reporting & Analytics to make data-driven decisions that help your agency stay on track and make the right decisions. Streamline access to important information, KPIs at a glance, and in-depth analytics to measure your performance and target higher profitability. With this powerful reporting engine and insurance data analytics solution, you’ll get a view of your agency inside and out in real-time to ensure that it is on course and ready to meet its goals.

Key Benefits

  • KPIs at a Glance

    Summary Reports allow stakeholders to see key agency metrics clearly at any time. Dive deep into all accessible data sources to optimize how your agency does business through actionable insights and data-driven decision-making.

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    Easy Access to Info

    Detail Reports provide data management with intuitive filters so you can create reports, like marketing lists for sales, in mere minutes to act upon quickly.

  • Increase Productivity

    Save your filter settings and automatically have the data ready and waiting for you the next time you need it. Make business intelligence a competitive advantage for your agency.

  • Personalized Reporting

    With your ability to save filters, create custom charts and summary tables, and add those to your dashboard, you have the power to make the reports your agency needs.

 

Agency Pulse Report

Agency Pulse® is a monthly business insights report, highlighting key data and trends for your agency and its growth. The Peer Benchmarking section compares your agency's metrics against those of peer agencies across the insurance industry.

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Product Features

  • Summary Reports

    We do the work for you with our out-of-the-box Summary Reports. With these dashboard-style report visualizations, you can view analytics for accounting, sales pipeline, revenue, and more. These reports allow you to see KPIs automatically updated to easily stay on top of agency performance.

  • Detail Reports

    You need information at your fingertips to effectively run your insurance business. With common filters on the left, details on the right, and quick links to create notes, tasks, and view the applicant's page, “Detail Reports” are a one-stop shop for your business intelligence reporting needs. Create reports in mere minutes, like marketing lists for sales.

  • Master Reports

    Sometimes, you need more than just a standard report. Master Reports let you sort and filter across categories to provide a broader look at multiple data types. Filters can be as simple or complex as you need to ensure you can get the information you want. Apply sophisticated filters, aggregates, formulas, etc., to create highly customized reports.

 
 

Do You Want More Insights into Your Agency’s Data?

Get a holistic view of your agency’s health and progress with EZLynx Reporting and Analytics.